> ## Documentation Index
> Fetch the complete documentation index at: https://docs.samsearch.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Workspace Setup

> Attach OneDrive files, send pursuit emails via Outlook, and sync due dates to Outlook Calendar

<Tip>
  Connect Microsoft Workspace to attach OneDrive files to your pursuits, send pursuit emails through Outlook, and keep due dates in sync with Outlook Calendar.
</Tip>

<Warning>
  Google Workspace and Microsoft Workspace are **mutually exclusive** — you must disconnect one before connecting the other.
</Warning>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/samsearch/images/integrations/microsoft-workspace-integration-card.png" alt="Microsoft Workspace integration card in Account > Integrations showing the Connect Microsoft Workspace button" style={{ maxWidth: '100%', height: 'auto' }} />
</Frame>

## What this integration does

* Attach **OneDrive** files to pursuits
* Send pursuit emails via **Outlook**
* Sync due dates to **Outlook Calendar**
* Reuses your Microsoft 365 login — no extra sign-in

***

## Part 1 — Connect Microsoft Workspace

<Steps>
  <Step title="Open Integrations">
    In the left sidebar, scroll to **Account** and click **Integrations**.
  </Step>

  <Step title="Find the Microsoft Workspace card">
    Scroll to the **Cloud Storage** section. The **Microsoft Workspace** card shows your current connection status.
  </Step>

  <Step title="Disconnect Google Workspace first (if connected)">
    Microsoft Workspace and Google Workspace can't be connected at the same time. If the Google Workspace card shows **Connected**, click **Disconnect** on it before continuing.
  </Step>

  <Step title="Click Connect Microsoft Workspace">
    Click **Connect** on the Microsoft Workspace card.
  </Step>

  <Step title="Authenticate with Microsoft">
    A popup opens asking you to sign in with Microsoft 365 and grant access to OneDrive, Outlook, and Calendar. If you're already signed in to Microsoft 365 in your browser, this step completes automatically without an extra sign-in. Review the requested permissions and click **Accept**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/samsearch/images/integrations/microsoft-oauth-consent.png" alt="Microsoft 365 OAuth consent screen listing requested OneDrive, Outlook, and Calendar permissions with the Accept button" style={{ maxWidth: '100%', height: 'auto' }} />
    </Frame>
  </Step>

  <Step title="Confirm connected status">
    The popup closes and the Microsoft Workspace card now shows **Connected**, along with your Microsoft 365 account email.
  </Step>
</Steps>

***

## Using the integration

* **Attach a OneDrive file**: from a pursuit, click **Attach file → OneDrive** and select the file.
* **Send an email**: from a pursuit, click **Email → Send via Outlook** to compose and send using your connected Outlook account.
* **Calendar sync**: pursuit due dates automatically appear on your connected Outlook Calendar. Updating a due date in SamSearch updates the calendar event.

***

## Troubleshooting

**"Can't connect — Google Workspace is already connected"**

* Google Workspace and Microsoft Workspace are mutually exclusive. Disconnect Google Workspace on the Integrations page, then try connecting Microsoft Workspace again.

**Files aren't appearing from OneDrive**

* Confirm the integration status is **Connected** on the Integrations page.
* Confirm you have view access to the file — SamSearch can only attach files your Microsoft account can already access.

**Due dates aren't appearing on my calendar**

* Confirm Calendar permission was granted during the OAuth step — re-run the connection if you declined it initially.
* Check that you're looking at the same Outlook Calendar tied to the connected account.

**Still stuck?** Contact [support@samsearch.co](mailto:support@samsearch.co) with your SamSearch account email and your Microsoft 365 account email.